Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.

Joshua Holden is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. He previously worked at Fisher Investments for eight years and Euro Pacific Capital, Inc. for four years. Holden holds Series 63 and Series 66 credentials. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Matthew Fannin is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at LPL Financial for 14 years and Ameriprise for 13 years. Fannin is involved with multiple affiliated advisory firms, including Advisor Resource Council LLC and Encore Wealth Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers or wrap programs to implement strategies.

Richard Havard is a financial advisor at Calton & Associates, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Dominion Investor Services, Inc. and INVEST Financial Corp. Outside of his advisory role, Havard is involved in digital marketing consulting through his business, Your Digital Pitch, and consults on the use of technology in estate planning with Snug, Inc. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

Steven Heussner is a ChFC® credentialed advisor with 38 years of industry experience. He is currently affiliated with Accelerate Retirement and has a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Heussner also operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and offers services including plan design, provider selection, participant education, and fiduciary support under ERISA.

Clifford Hodson is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Retirement Wealth Advisors and operates Comprehensive Financial Solutions, where he serves as president focusing on life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and plan sponsors, utilizing a mix of proprietary and third-party strategies including ETFs, mutual funds, and options to manage primarily discretionary accounts.

Dagny Young is a financial advisor with Sunbelt Securities, Inc. in Celina, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. She previously worked at PTX Securities, Inc. from 2018 to 2020. Outside of her advisory role, she is a 50% owner of Castaway Vacations Inc., a travel agency, and also holds ownership interests in business consulting and project management through The Level Edge, Inc., and a member position in The Tropical Toucan LLC. Sunbelt Securities, Inc. serves individual, high-net-worth, and institutional clients through a network of investment adviser representatives who implement a range of portfolio strategies. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers within a multi-team structure.

Ryan Mcclellan is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and other firms. Outside of advisory roles, he was involved with Sole Sight, an entrepreneurial venture. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools and manages most accounts on a discretionary basis.

Eric Reed is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, New York Life Insurance Co, and NYLife Securities. Reed is co-founder and managing partner of Audible Financial Group LLC and Audible Consulting LLC, where he provides insurance and financial services and mentors insurance agents. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis and bottom-up stock selection, maintaining ongoing portfolio monitoring and rebalancing through an investment committee.

Kyle Harrison is an investment adviser representative with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at multiple firms including Integrity Alliance, Lion Street Financial, and Radian Partners. Outside of advising, he is involved in small business ventures such as a handcrafted woodworking company and custom apparel printing. Csenge Advisory Group offers investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and businesses. The firm utilizes a combined fundamental and technical analysis process with a relative strength methodology, providing customized portfolio management through discretionary and model-based allocations.

Micky Reeves is a financial advisor at EverSource Wealth Advisors, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining EverSource in 2021, he worked for Buckingham Asset Management, LLC from 2013 to 2021. EverSource serves a range of clients including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs and private markets platforms, providing tailored advice to clients and advisors nationwide.

Imrana Begg is a Series 65-licensed financial advisor with Global View Capital Management LLC, bringing two years of industry experience. She has worked at Sublime Financial LLC as a mortgage loan officer since 2021 and previously operated as a self-employed event planner. Begg is also active as an insurance agent, marketing and selling life insurance products including fixed and indexed annuities. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and an integrated execution platform.

Robert Wolf is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TF Wealth Management, LLC, SagePoint Financial, Woodbury Financial Services, and Horter Investment Management. Outside of his advisory role, he is president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC, providing insurance and business consulting services. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Eric Blake is a CFP® with 27 years of experience in financial advising. He is currently with RFG Advisory, LLC and has held previous roles at Raymond James Financial Services, Legacy Texas Bank, and Ameriprise. Blake serves as treasurer for the Blue Caboose Children's Fund and volunteers as a financial coach with Wings of Widows and Savvy Ladies. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm uses discretionary portfolio management with a variety of model strategies and third-party platforms, including its role as sub-adviser to multiple Bluemonte ETFs and its services to investment companies and state or municipal clients.

Robert Stern is a CFP® with 25 years of experience in the financial services industry. He is currently an advisor at Jefferies Investment Advisers LLC, where he has worked since 2026. His prior experience includes roles at RBC Capital Markets, JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity, Ameritas Investment Company, and EFG Corporation. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized and collaborative planning process covering topics such as tax and estate planning, executive compensation, and philanthropic planning.

Benjamin Gerald is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Investors Services, New York Life Insurance Company, and Eagle Strategies. Gerald is the founder and president of 75INC LLC, a professional networking association, and serves as president of NAIFA - Dallas. He is also co-founder and managing partner of Audible Financial Group and Audible Consulting, focusing on fixed insurance solutions and coaching insurance agents. Quartz Partners Investment Management provides model-based investment management for individual investors, retirement plans, institutions, and financial intermediaries. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management and advisory services through various delivery platforms.

Nehemiah Mc Farlin is a financial advisor with Dunham holding a Series 66 credential and five years of industry experience. His prior roles include positions at LAZ Parking and Instacart. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.